Unclaimed
Austin David Jones is a registered representative with First Command Advisory Services in FORT WORTH, TX. Austin David Jones has been in the financial industry for 1 year and has been with First Command Advisory Services since June 2023. Austin David Jones is licensed to sell securities in California and Nevada. Austin David Jones holds the following licenses: Series 66, Series 7TO, and SIE. Austin David Jones also has experience in other non-representative roles including assisting a CFP in day to day operations by scheduling clients, indexing paperwork, and assisting with other non-representative work. Austin David Jones' primary specializations are in Retirement Planning and Insurance. The firm, First Command Advisory Services, is a registered investment adviser that offers a variety of financial services, including financial planning, portfolio management, and insurance products. First Command Advisory Services manages approximately $10 billion to $50 billion in assets. First Command Advisory Services has over 110,000 clients, including individuals, families, businesses, and charitable organizations. The firm's compensation arrangements include fixed fees, percentage of assets, and other forms of compensation. First Command Advisory Services is a nationally recognized firm with a strong reputation for providing high-quality financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
06/27/2023 - Present
First Command Advisory Services (Santa Maria CA)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Austin Jones is the right advisor for you? Invested Better is here to help.